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Bank of America

1,511 hedge funds and large institutions have $100B invested in Bank of America in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 573 increasing their positions, 625 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

823.98% more ownership

Funds ownership: 2,344.08%3,168.06% (+824%)

45% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 78

20% more funds holding in top 10

Funds holding in top 10: 114137 (+23)

19% more capital invested

Capital invested by funds: $84.6B → $100B (+$15.9B)

1% more funds holding

Funds holding: 1,4941,511 (+17)

8% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 625

11% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.89B

Holders
1,511
Holders Change
+17
Holders Change %
+1.14%
% of All Funds
40.3%
Holding in Top 10
137
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+20.18%
% of All Funds
3.65%
New
113
Increased
573
Reduced
625
Closed
78
Calls
$2.58B
Puts
$2.89B
Net Calls
-$309M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1201
FIC Capital
New York
$324K +$1.49K +100 +0.5%
Jones Financial Companies
1202
Jones Financial Companies
Missouri
$324K +$13K +870 +4%
MWP
1203
MYCIO Wealth Partners
Pennsylvania
$323K +$18.9K +1,267 +7%
AWM
1204
AllSquare Wealth Management
New York
$322K +$67K +4,500 +28%
CHAM
1205
Clear Harbor Asset Management
Connecticut
$321K +$149K +10,000 +95%
FPCP
1206
Fort Point Capital Partners
California
$320K -$544K -36,550 -64%
CWM
1207
Cornerstone Wealth Management
Missouri
$315K +$297K +19,950 New
CICI
1208
Capital Investment Counsel Inc
North Carolina
$313K -$2.93K -197 -1%
PHAM
1209
Palisades Hudson Asset Management
Florida
$312K
SFWA
1210
Summit Financial Wealth Advisors
Louisiana
$310K -$21.2K -1,423 -7%
LC
1211
Loews Corp
New York
$310K
CIA
1212
CCM Investment Advisers
South Carolina
$308K -$13.3M -891,505 -98%
BFPW
1213
BOK Financial Private Wealth
Colorado
$305K
IF
1214
IRON Financial
Illinois
$304K +$5.35K +359 +2%
BA
1215
BKS Advisors
Michigan
$302K -$35.7K -2,395 -11%
ZIC
1216
ZWJ Investment Counsel
Georgia
$301K -$59.7K -4,008 -17%
CMANY
1217
Capital Management Associates (New York)
New York
$300K -$17.9K -1,200 -6%
SCA
1218
Sippican Capital Advisors
Massachusetts
$299K -$9.89K -664 -3%
AUB
1219
Atlantic Union Bankshares
Virginia
$296K -$7.45K -500 -3%
DBIA
1220
Dumont & Blake Investment Advisors
New Jersey
$295K -$29.8K -1,999 -10%
LP
1221
LGL Partners
Pennsylvania
$293K
FWP
1222
FAS Wealth Partners
Kansas
$291K -$21.3K -1,427 -7%
SKK
1223
Shepherd Kaplan Krochuk
Massachusetts
$290K +$92.8K +6,232 +51%
AssetMark Inc
1224
AssetMark Inc
California
$289K -$19.2K -1,287 -7%
FSCM
1225
Front Street Capital Management
Montana
$288K

BAC Hedge Fund Activity: Q3 2016 in Review

1,511 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2016, worth a combined $100B — up 19% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 78 closed out — a net gain of 35 holders — while 573 added to existing stakes and 625 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $374M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,511 institutional investors held Bank of America (BAC) as of Q3 2016, up from 1,494 in Q2 2016.
  • Funds reported $100B of Bank of America stock for Q3 2016, up 19% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2016 and 78 closed out, a net change of +35 holders.
  • The largest Bank of America buyer in Q3 2016 was Viking Global Investors, an estimated $374M added.
  • The largest Bank of America seller in Q3 2016 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2016.